Business Client Survey

Community Bank & Trust strives to provide superior service and attention to our business customers. Understanding our customers’ needs and preferences is very important to us. Please take a moment to complete this client survey. We appreciate your business and we are eager to improve our relationship.

1. Do you maintain personal accounts at the same financial institution where you maintain business accounts?

2. Do you have an account separate from personal banking accounts for personal investment, private banking or wealth management? If so with whom:

3. What are the most important characteristics of a financial provider:

Skill and quality of banker/advisor

Superior customer service

Reputation

Web/digital alternative capabilities

Low costs/commissions and fees

Breadth of investment product offerings

Convenience

High deposit or interest rates

Ability to integrate personal and business goals

4. Please select which channel of interaction for commercial banking is most important.

Please specify the frequency of use (per month) of this channel.

5A. Which of the following have you decreased frequency of using in the past year?

Use of bank offices

Use of web/digital banking

Use of mobile banking

Relationship manager

Email/Correspondence

5B. Which of the following have you increased frequency of using in the past year?

Use of bank offices

Use of web/digital banking

Use of mobile banking

Relationship manager

Email/correspondence

6A. Which of the following transactions do you prefer to do in person at a branch location?

View paid check images

Review/access statements

Initiate payments

Adding/deleting personal for payroll

Status of checks

Issuing stop orders

Gathering information

Deposit of checks

Setting up new accounts

Resolving errors

Initiating a loan

6B. Which of the following transactions do you prefer to do online with a computer?

View paid check images

Review/access statements

Initiate payments

Adding/deleting personal for payroll

Status of checks

Issuing stop orders

Gathering information

Deposit of checks

Setting up new accounts

Resolving errors

Initiating a loan

6C. Which of the following transactions do you prefer to do through a mobile device?

View paid check images

Review/access statements

Initiate payments

Adding/Deleting personal for payroll

Status of checks

Issuing stop orders

Gathering information

Deposit of checks

Setting up new accounts

Resolving errors

Initiating a loan

6D. Which of the following transactions do you prefer to do through your bank's call center?

View paid check images

Review/access statements

Initiate payments

Adding/deleting personal for payroll

Status of checks

Issuing stop orders

Gathering information

Deposit of checks

Setting up new accounts

Resolving errors

Initiating a loan

6E. Which of the following transaction do you prefer to do through email?

View paid check images

Review/access statements

Initiate payments

Adding/deleting personal for payroll

Status of checks

Issuing stop orders

Gathering information

Deposit of checks

Setting up new accounts

Resolving errors

Initiating a loan

7. What are the most influential factors in considering a bank? Select all that apply.

Strong and stable financial condition

Price of products and services

Exceptional customer service

Demonstrated commitment to lending

Business bankers who are fair and act with integrity

Truly cares about my business success

Fast decision making with less bureaucracy

Local interests and commitment

Business relationship bankers who provide high quality ideas and advice

Full service web/mobile banking services

Frequent and proactive communications

We appreciate your time in taking this survey. Your expertise and perspective is very valuable to us. Community Bank & Trust continuously strives to provide exceptional service, products and value to our clients, while also helping to meet the needs of our community. We thank you for your continued relationship with us.

Name (Optional)

Client Email Address (confirmation email will be sent to this address)

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